CSR

PLANTERS BANK & TRUST CO•Clarksdale, MS

4d•Onsite

About The Position

Planters Bank & Trust Company is seeking a CSR with a welcoming personality and a team-oriented attitude. The role involves promoting positive relations with customers, opening new accounts (Checking, Savings, CD's, IRA's), cross-selling bank products, and providing general office support. This includes answering calls, directing them appropriately, and performing various clerical tasks.

Requirements

High School Diploma or equivalent preferred.
Basic Accounting knowledge.
Strong verbal, written and telephone/video communication skills.
Computer skills keyboard skills, knowledge of various computer programs, word processing software, spreadsheet software, email and use of the Internet.
Must be comfortable being on camera and communicating with customers via video monitors.
Excellent customer service skills.
NCRC Certification minimum level of Bronze
Satisfactory Credit Bureau and Background Reporting.

Responsibilities

Maintain a strict standard of confidentiality involving all transactions.
Develop a working knowledge of all bank products.
Promote and maintain positive relations with all contacts, customers, and potential customers.
Comply with all department and company policies and procedures.
Contribute to the fulfillment of department and bank’s objectives and goals.
Meet and greet customers.
Open and process new accounts, including DDA, Savings and Certificates of deposits.
Promote the bank’s products and services; consistently cross-sell bank products at every opportunity.
Research and answer customer inquiries; quote products and rates.
Research and verify customer account information, and resolve problems for customers as necessary.
Assist in answering the telephone and transferring calls to the appropriate personnel.
Perform as a team member in allocating and coordinating the work flow.
May train new employees and answer co-worker questions.
Admit customers to safe deposit boxes.
Ensure that the branch office adheres to all Bank safe deposit regulations.
Assist loan applicants, checks credit, complete and process necessary documentation in accordance with Bank procedures.
Serve as back-up Teller on an “as needed” basis.